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Help Center Trading, Buying Power, & Margin Portfolio Margin (PM)

Portfolio Margin (PM)

Difference Between a Reg-T and a Portfolio Margin (PM) Account?
Standard margin (Reg-T) vs. Portfolio Margin (PM) 2:1 leverage vs. ≈ 6.7:1 leverage The buying requirement for standard margin accounts is governed by FIN...
Apply for Portfolio Margin (PM)
What is Portfolio Margin (PM)? Access to greater leverage Portfolio Margin allows customers with our highest margin account level, The Works, access to a ...
Portfolio Margin House Rules/Requirements
In addition to the standard portfolio margin requirement calculations (TIMS margin methodology), tastytrade enforces the following house rules/requirements....
Portfolio Margin Minimum Equity Requirement and Downgrade Process
Portfolio Margin accounts are required to fund with at least $175,000 to have Portfolio Margin activated and must maintain an account value in the securitie...
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BP Effect / Margin Requirements Margin Calls & Violations Expiration, Exercise, & Assignment Portfolio Margin (PM) Position Management Cryptocurrencies Futures Trading Markets & Products Margin
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tastytrade, Inc. (“tastytrade”) does not provide investment, tax, or legal advice. tastytrade’s website and brokerage services are not intended for persons of any jurisdiction where tastytrade is not authorized to do business or where such products and other services offered by the tastytrade would be contrary to the securities regulations, futures regulations or other local laws and regulations of that jurisdiction. Options involve risk and are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially significant losses. Please read Characteristics and Risks of Standardized Options before deciding to invest in options.

Futures accounts are not protected by the Securities Investor Protection Corporation (SIPC). All customer futures accounts’ positions and cash balances are segregated by Apex Clearing Corporation. Futures and futures options trading is speculative and is not suitable for all investors. Please read the Futures & Exchange-Traded Options Risk Disclosure Statement prior to trading futures products.

Cryptocurrency transaction and custody services are powered by Zero Hash LLC and Zero Hash Liquidity Services LLC. Cryptocurrency assets are held and custodied by Zero Hash LLC, not tastytrade. Services may not be available in all states. Cryptocurrency assets are not subject to Federal Deposit Insurance Corporation (FDIC) or Securities Investor Protection Corporation (SIPC) coverage. Cryptocurrency trading is not suitable for all investors due to the number of risks involved. The value of any cryptocurrency, including digital assets pegged to fiat currency, commodities, or any other asset, may go to zero.

tastytrade, Inc. was formerly known as tastyworks, Inc.

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